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1,106 hedge funds and large institutions have $58.5B invested in Chubb in 2019 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 383 increasing their positions, 441 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $114M | Put options by funds: $60M

54% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 69

12% more capital invested

Capital invested by funds: $52.4B → $58.5B (+$6.11B)

2.91% more ownership

Funds ownership: 88.43%91.34% (+2.9%)

2% more funds holding

Funds holding: 1,0821,106 (+24)

13% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 441

15% less funds holding in top 10

Funds holding in top 10: 2622 (-4)

Holders
1,106
Holders Change
+24
Holders Change %
+2.22%
% of All Funds
23.94%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
106
Increased
383
Reduced
441
Closed
69
Calls
$114M
Puts
$60M
Net Calls
+$54.1M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$183M +$40.1M +301,236 +30%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$178M +$6.66M +50,100 +4%
Jennison Associates
53
Jennison Associates
New York
$176M +$47M +353,295 +39%
WHG
54
Westwood Holdings Group
Texas
$173M -$7.3M -54,867 -4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$162M +$21M +157,698 +16%
MWP
56
MYCIO Wealth Partners
Pennsylvania
$146M -$763K -5,734 -0.5%
US Bancorp
57
US Bancorp
Minnesota
$143M -$599K -4,500 -0.4%
Stifel Financial
58
Stifel Financial
Missouri
$142M +$15.1M +113,332 +13%
SCCM
59
Schafer Cullen Capital Management
New York
$140M -$272K -2,046 -0.2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$139M -$8.4M -63,180 -6%
Barclays
61
Barclays
United Kingdom
$135M +$7.8M +58,659 +6%
SBAM
62
Santa Barbara Asset Management
California
$135M +$3.63M +27,254 +3%
SSM
63
Sound Shore Management
Connecticut
$133M -$30M -225,895 -19%
TD Asset Management
64
TD Asset Management
Ontario, Canada
$128M +$3.84M +28,839 +3%
CB
65
Cooke & Bieler
Pennsylvania
$120M -$2.04M -15,363 -2%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$116M +$21.8M +163,598 +24%
CIM
67
Confluence Investment Management
Missouri
$110M -$810K -6,087 -0.8%
TG
68
TCW Group
California
$110M -$914K -6,868 -0.9%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$107M -$1.99M -14,952 -2%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$106M -$1.92M -14,414 -2%
EIP
71
Epoch Investment Partners
New York
$106M -$4.92M -36,952 -5%
AllianceBernstein
72
AllianceBernstein
Tennessee
$103M -$793K -5,958 -0.8%
CS
73
Credit Suisse
Switzerland
$99.7M -$27.7M -208,148 -23%
EVM
74
Eaton Vance Management
Massachusetts
$99.4M -$16.3M -122,592 -15%
PI
75
PGGM Investments
Netherlands
$99M

CB Hedge Fund Activity: Q1 2019 in Review

1,106 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Chubb (CB) for Q1 2019, worth a combined $58.5B — up 12% from $52.4B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new CB positions and 69 closed out — a net gain of 37 holders — while 383 added to existing stakes and 441 trimmed.

The largest buyer was WCM Investment Management, adding an estimated $937M. The largest seller was Wellington Management Group, cutting an estimated $176M.

  • 1,106 institutional investors held Chubb (CB) as of Q1 2019, up from 1,082 in Q4 2018.
  • Funds reported $58.5B of Chubb stock for Q1 2019, up 12% quarter-over-quarter.
  • 106 funds opened new Chubb positions in Q1 2019 and 69 closed out, a net change of +37 holders.
  • The largest Chubb buyer in Q1 2019 was WCM Investment Management, an estimated $937M added.
  • The largest Chubb seller in Q1 2019 was Wellington Management Group, an estimated $176M sold.

Based on aggregated 13F filings for Q1 2019.